Park Avenue Securities LLC

Investment Advisor
in Pottstown, PA

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About this Advisor

Patricia Picardi is a chartered financial consultant working out of Pottstown, Pennsylvania with a total of 14 years of relevant experience. Picardi is an advisor for Park Avenue Securities LLC. Over the course of their career, they have held roles at Park Avenue Securities and Guardian Life Insurance Company. Picardi has a Series 63 license, certifying them as a securities agent, and can work in California, Delaware, District Of Columbia, Florida, Illinois, Maryland, Massachusetts, New Jersey, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia and Washington. Park Avenue Securities LLC is an advisory business that has its headquarters in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 people on staff. It has $10 billion in total assets across its 57,359 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 57,359 client accounts, 19% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services typically are based on the financial services. Fees billed by Park Avenue Securities LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

758 East High Street 1St Floor
Pottstown, PA 19464

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management


PA Average: $7,464,549,021
Total Number of Employees


PA Average: 88
Total Number of Accounts


PA Average: 3,892
Average Account Size


PA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Patricia Picardi Work History

Patricia has been registered as a financial advisor for 14 years.*

2002 - Present (21 years)

Park Avenue Securities

2002 - Present (21 years)

Guardian Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Patricia Picardi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Corwin Davidson
Liberty Hill, TX
Justin Holley
Bothell, WA
Derek Malis
Buffalo, NY
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
Chelsea Gottschling
Claremont, CA
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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